Chris graduated with a Bachelor of Science in Industrial and Labor Relations and a minor in Business from Cornell University. Prior to his time in the financial services industry, he worked in executive management for a multi-national company implementing solutions to complex problems. When working with clients, he enjoys evaluating the roadblocks standing in the…
Matthew started his financial services career in 2004 as a young advisor with Wienken & Associates. The name was later changed to uFinancial Group. In 2015, he joined a team of advisors where they branded themselves as Polaris Advisors while still maintaining their relationship with uFinancial. In 2016 they decided to purchase their own office…
Jason began his career in the financial services industry in 2015 and has been a speaker and educator with Wienken Advisors Ltd., since 2020. Jason obtained his series 7 and 66, successfully passed his CFP examination. He holds several designations including, FRC℠, Federal Retirement Consultant , ChFEBC℠, Chartered Federal Employee Benefits Consultant, CFEd® Chartered Financial Consultant , and CFEd® Certified Financial Educator. Jason…
Pete graduated with a Bachelor of Science in Communications/Public Relations from Millersville University in 1989. He began his financial planning career in 1991. He was the owner and founder of Riley Financial Services established in 2006, specializing in estate and retirement planning.
